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20131202
20131210
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CNBC
Dec 2, 2013 9:00am EST
, they weren't enough to drive spending increases. traffic was up, not spending. >> so ed, in realtime, what now happens to those retailers? how behavior terms do they change what they're doing and degree of markdowns and the landscape, the patterns of those patterns moving forward? >> we are seeing it on the fly today. for example, if you walked into a store to see 40 off and on top of it additional 15% off today only and seeing starting this morning was an addition allayer of promotions that obviously is manager you don't want to see and retailers are acknowledging that tough holiday weekend and responding with more and more promotions. >> laura, you say the high end is still where you want to be but is there a good way to -- i mean, i'm looking at a list of retailers and it's like they were scattered into the winners and losers buckets. how do you screen for who did well over the course of the given weekend? >> sure. i don't think you can necessarily look at how stocks reacting today. we would not want to own the monthly reporters going into thursday. that's gap and l brands but wai
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